Tutorials

Introduction

The tutorials guide you through features of Universal Controller. They also provide links to more detailed information about each aspect of the Controller.

Once you have completed the tutorials, you should have a basic understanding of how the features work together to automate your environment.

Before you begin, we recommend that you read the Setting Up Universal Controller and User Interface sections of this documentation to familiarize yourself with user interface navigation and terminology.
 

Note

During the course of performing these tutorials, you will build up a small database of demonstration records that you will re-use in subsequent exercises. To avoid having to reenter data, do not delete the records.


The navigation pane on the left lists the tutorials in the sequence they should be read; many of them refer to information created in one or more previous tutorials.

The following table lists the tutorials by topic, rather than sequence.
 

Tasks

Creating and Manually Launching a Simple Task

Creating and Manually Launching a Universal Task

Running a Windows Task

Launching a Task Automatically Using a Simple Time Trigger

Launching a Task Every Monday Except Holidays

Launching a Task Every Two Hours During Workday

Launching Tasks at a Future Time

Launching an Email Task Based on a File Monitor

Launching an Email Task Based on a Task Monitor

Launching Tasks Using a Cron Trigger

Aborting a Process Launched by a Task

Force Finishing, Force Finish-Cancelling, and Cancelling a Task

Accessing Task Instance Details

Monitoring Task Activity

Workflows

Creating a Simple Workflow

Running a Workflow with a Conditional Path

Running a Workflow with Multiple Conditional Paths

Running a Workflow with Skipped Criteria

Finding and Inserting Tasks in an Active Workflow

Skipping, Unskipping, and Showing-Hiding Skipped Task Instances

Variables

Using Variables in a Simple Task

Using Variables in a Workflow

Custom Days

Creating Custom Days and Periods

Forecasting

Generating Forecast Data

Virtual Resources

Setting Up a Virtual Resource

User Interface

Creating a Widget

Creating a Dashboard and Selecting Widgets

Business Services

Creating Business Services

Assigning Records to Business Services

Viewing Activity by Business Service

Reports

Creating a Report

Creating a Report Based on Business Services

Scheduling a Report

Security

Creating Users and Assigning Permissions

Creating User Groups and Assigning Permissions

Bundles and Promotion

Creating and Promoting a Bundle

Scheduling the Promotion of a Bundle